Sagespring Wealth Partners
Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $4,277,447,071 in 27,053 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,277MILLION
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Total Number of Accounts27,053ACCOUNTS
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Average Account Value$158,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Atchison (CRD# 6084156) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 10 years of experience in the finance industry.
Luke Aull (CRD# 4968359) is an Investment Advisor Representative working at Sagespring Wealth Partners in Nashville, TN and has over 17 years of experience in the finance industry. Luke Aull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradley Barnes (CRD# 4972995) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 14 years of experience in the finance industry. Bradley Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Biggs (CRD# 5323714) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 15 years of experience in the finance industry.
William Bratton (CRD# 6597207) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 6 years of experience in the finance industry.
Amanda Brooke (CRD# 4826491) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Amanda Brooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Casey (CRD# 6616204) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 7 years of experience in the finance industry.
Katie Centofonti (CRD# 4986815) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry. Katie Centofonti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sara Clegg (CRD# 4781006) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 17 years of experience in the finance industry.
Andrew Creme (CRD# 6788508) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 6 years of experience in the finance industry. Andrew Creme has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.